Member Info for Urraca

Well, it implies that they they don't think the water cut is going to render 6 uneconomic over the next 18 months, which was a big worry. Be nice if they could have spelt it out though. And if that's the case, then stacking the cash for another year seems sensible. Oil price should hold with Biden slashing US production, as long as OPEC can maintain discipline.

But really, are side tracks that difficult? It's not a novel drilling technique. Is this just an excuse? And technical heads out there who can give a view?

In comparison with other companies in the covid space, our current market cap ranks us with BRH and HEMO. If you look at GDR, just started shipping, we'd have to 3 bag to catch up. And don't forget we are already selling. ODX, in anticipation of sales, high volume but low margin, we'd have to more than 5 bag to catch up. Have to 7 bag to catch up with TILS, almost 12 bag to catch up with SNG, and a whopping 17 bag to catch up to the likes of AVCT and NCYT.

I appreciate no two companies are directly comparable, but this does illustrate the sort of potential upside here.

As he is still tipping it, he's still in, so he sees more upside. Quite a lot more. Obviously we won't know when he sells up, but his rep as a tipster would be in the toilet if he always ramped to squeeze a few extra %age points. The CEO presentation on youtube talked about the companies they're negotiating with, so Dan isn't saying much new, except they might be close to closing. I'm going to wait for an announcement. If they do close a big one, or more than one, this sp will be history.

Sorry, I know this is completely off topic, but what we in Wales need to secure the Slam is an English ref for our match with the French. An English ref with a grudge to pay back,

Firmly on the top risers board today. For anyone checking this company out because of that, its worth reading Brokerman Dan's notes on his website guerilla investing. And the Company's recent presentation: https://www.youtube.com/watch?v=8f8bRqREt5o&feature=youtu.be

Seriously? Un-fecking-believable.

I thought we were in for another week of consolidating the placing. I thought wrong. 5p easy this week, be good if we can break above it and hold there.

Fancy a company that's got a covid product, Govt approved, already selling, rumours of a big contract about to land, and with a significantly lower market cap than Braveheart? Check out Brokerman Dan Dan Levi's Guerilla Investing for the tip.

Uh, when are we expecting contract news? Incredible that this almost went down to £6 this week.

Bapuk, this probably is a result of the placing. The TR1 says 'discretionary clients', so hopefully most if not all of these have been bought under the EIS scheme, which means they need to be held for 3 years minimum to benefit from the very generous tax breaks that scheme affords. Oberon provides a wealth management service I think, so this is the sort of scheme they'd be all over.

Yep, that was nice to see

I think (hope) this is support. The 100k buy at 8:30 was me. It was a buy, despite being shown as 0.00005p under the spread mid point. They're really having a laugh with this sort of scraping.

Or exciting? C'mon Graham, drop an RNS to announce a gargantuan Government contract. Running for 2 years.

The only problem with the valuation is that the market has been untethered from value metrics for some years now. It's all sentiment, ******s, etc. My personal bias is towards value investing. Which is probably why I've sold way too early on stocks like AVCT, ODX, ARB, etc. But I sleep easier with NCYT, despite the wild gyrations.

At 13:36. 4.35million shares.

Odx has a market cap of £160 million.

Just sayin'

Government approved for the Test to Release scheme to get out of quarantine after flying quicker. Compared to the cost of quarantine, its peanuts.

The thing to remember is that we have links to lots of other companies in this space, Novacyt, Abingdon, BBI, Ygen, etc. And hopefully we will be acting in concert with some of them to secure government and commercial contracts. Testing is going to be around for a good while. And even if we get on top of it in the UK, we're ahead of other countries, and testing for entering and leaving the country is going to be as standard as going through border controls and showing your passport.

His article about Ygen is up on his website, guerrila investing. It covers the links to MHC at the end.

Mainly about Ygen but the links with MHC are covered at the end
https://www.guerillainvesting.co.uk/2021/02/19/yourgene-health-whispers-contract-s-done-deal/